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Kerry Gordon Mayo

Capital Financial Advisors Of New York, LLC

Clifton Park, NY

CRD 4991436

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Employer firm

Capital Financial Advisors Of New York, LLC CRD 125689

$260M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Financial Advisors Of New York, Llc

10 Maxwell Drive Suite 104B, Clifton Park, NY 12065 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-13
  • NY RA
    APPROVED
    Since 2021-08-13

Branch Locations

10 Maxwell Drive Suite 104B, Clifton Park, NY 12065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Financial Advisors Of New York, Llc Clifton Park NY 06/2007 Present
Designations
  • Certified Financial Planner
Other Names
  • Kerry Mayo

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

PAUL J WILDERS
Andrew J Bullock
LEE WILSON

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CLIFTON PARK, NY
KEY INVESTMENT SERVICES LLC · CLIFTON PARK, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY

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